LWP
PSEP icon

LeClair Wealth Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

LeClair Wealth Partners’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,223
Closed -$440K – 177
2026
Q1 		$440K Buy
+10,223
New +$447K 0.15% 64

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LeClair Wealth Partners's PSEP Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026, closing a stake of 10,223 shares — an estimated $440K sold.

LeClair Wealth Partners first reported a position in PSEP in Q1 2026 and held it in 1 quarter. The position peaked at $440K in Q1 2026. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • LeClair Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 10,223 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $440K.
  • LeClair Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's Innovator US Equity Power Buffer ETF September position peaked at $440K in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.